See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,886 | $72,012-96.0% | $185,823-98.4% | $79,858-96.4% |
| Participation rate | 76.0% | 65.8%+10.2pp | 78.0%-2.0pp | 69.6%+6.4pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,032 | $1,965-47.5% | $4,087-74.8% | $2,471-58.2% |
| Participant deferral / active EE | $1,778 | $3,779-53.0% | $5,632-68.4% | $3,740-52.5% |
| Admin fee / account holder | $137 | $4,513-97.0% | $9,500-98.6% | $5,306-97.4% |